CFVAX vs. ARINX
Compare and contrast key facts about SEI Catholic Values Trust Catholic Values Fixed Income Fund (CFVAX) and Archer Income Fund (ARINX).
CFVAX is managed by SEI. It was launched on Apr 30, 2015. ARINX is managed by Archer. It was launched on Mar 11, 2011.
Performance
CFVAX vs. ARINX - Performance Comparison
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CFVAX vs. ARINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFVAX SEI Catholic Values Trust Catholic Values Fixed Income Fund | -0.46% | 6.89% | -0.30% | 4.27% | -15.80% | -2.01% | 8.02% | 8.87% | -0.82% | 3.33% |
ARINX Archer Income Fund | -0.26% | 4.42% | 4.90% | 3.99% | -6.84% | 1.52% | 4.29% | 6.19% | 0.35% | 3.18% |
Returns By Period
In the year-to-date period, CFVAX achieves a -0.46% return, which is significantly lower than ARINX's -0.26% return. Over the past 10 years, CFVAX has underperformed ARINX with an annualized return of 0.87%, while ARINX has yielded a comparatively higher 2.31% annualized return.
CFVAX
- 1D
- 0.12%
- 1M
- -1.81%
- YTD
- -0.46%
- 6M
- 0.14%
- 1Y
- 3.15%
- 3Y*
- 2.37%
- 5Y*
- -1.13%
- 10Y*
- 0.87%
ARINX
- 1D
- 0.17%
- 1M
- -1.25%
- YTD
- -0.26%
- 6M
- 0.44%
- 1Y
- 3.40%
- 3Y*
- 4.36%
- 5Y*
- 1.36%
- 10Y*
- 2.31%
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CFVAX vs. ARINX - Expense Ratio Comparison
CFVAX has a 0.71% expense ratio, which is lower than ARINX's 0.98% expense ratio.
Return for Risk
CFVAX vs. ARINX — Risk / Return Rank
CFVAX
ARINX
CFVAX vs. ARINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Catholic Values Trust Catholic Values Fixed Income Fund (CFVAX) and Archer Income Fund (ARINX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CFVAX | ARINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.94 | -1.17 |
Sortino ratioReturn per unit of downside risk | 1.10 | 2.75 | -1.65 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.39 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 2.20 | -0.87 |
Martin ratioReturn relative to average drawdown | 3.54 | 9.50 | -5.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CFVAX | ARINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.94 | -1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.18 | 0.00 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.00 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.00 | +0.21 |
Correlation
The correlation between CFVAX and ARINX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CFVAX vs. ARINX - Dividend Comparison
CFVAX's dividend yield for the trailing twelve months is around 3.46%, more than ARINX's 3.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFVAX SEI Catholic Values Trust Catholic Values Fixed Income Fund | 3.46% | 3.73% | 2.63% | 1.62% | 1.41% | 1.70% | 3.91% | 2.97% | 2.42% | 1.66% | 0.33% | 0.00% |
ARINX Archer Income Fund | 3.20% | 2.72% | 3.77% | 3.15% | 2.72% | 2.56% | 2.66% | 2.69% | 2.84% | 2.94% | 2.84% | 2.79% |
Drawdowns
CFVAX vs. ARINX - Drawdown Comparison
The maximum CFVAX drawdown since its inception was -21.41%, smaller than the maximum ARINX drawdown of -97.42%. Use the drawdown chart below to compare losses from any high point for CFVAX and ARINX.
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Drawdown Indicators
| CFVAX | ARINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.41% | -97.42% | +76.01% |
Max Drawdown (1Y)Largest decline over 1 year | -2.97% | -1.63% | -1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -21.12% | -97.42% | +76.30% |
Max Drawdown (10Y)Largest decline over 10 years | -21.41% | -97.42% | +76.01% |
Current DrawdownCurrent decline from peak | -8.74% | -97.30% | +88.56% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -9.37% | +3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.11% | 0.38% | +0.73% |
Volatility
CFVAX vs. ARINX - Volatility Comparison
SEI Catholic Values Trust Catholic Values Fixed Income Fund (CFVAX) has a higher volatility of 1.63% compared to Archer Income Fund (ARINX) at 0.81%. This indicates that CFVAX's price experiences larger fluctuations and is considered to be riskier than ARINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFVAX | ARINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 0.81% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 2.70% | 1.18% | +1.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.59% | 1.85% | +2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.38% | 1,971.76% | -1,965.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.26% | 1,394.31% | -1,389.05% |